Meet the agent
Vesta
“Let us organize the equity facts before you decide.”
Vesta is an AI agent for Vest Agent. Coming soon.
Vesta is not live yet. Luma, our AI guide, can tell you about it.
Coming soon
Finance · AI investing and equity-compensation agent
vestagent.ai
Vest Agent
Understand what is vesting, what actions are due, and what questions to take to a licensed advisor before making costly decisions.
The business
What this business does
vestagent.ai helps tech employees; founders; and executives with RSUs; options; ESPP; or concentrated company equity understand vesting events; deadlines; tax questions; and advisor-ready action checklists before costly decisions happen by using an agentic product workflow built around The agent ingests grant documents and account exports, extracts vesting schedules, flags deadlines, models scenarios, drafts advisor questions, files reminders, and routes users to human experts when needed.. It matters because Equity compensation is confusing, tax-sensitive, and time-bound, causing people to miss exercise windows, concentration risks, and planning opportunities. and the AI-native system extracts equity documents into a living vesting calendar; models education-only scenarios; and routes sensitive decisions to licensed professionals.
Best first use
AI vesting calendar and decision checklist for employees with RSUs or stock options.
Where it stands
Coming soon
This business is being built. Its agent and its pages are planned; it is not open yet.
What the agent does
What Vesta will do
- Grant document upload
- vesting calendar
- scenario modeling
- tax checklist
- exercise deadline alerts
- concentration dashboard
- advisor question builder
- employer FAQ bot
- compliance disclaimers
- referral workflow
- audit logs
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